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TASK

Tax Examiners and Collectors, and Revenue Agents

ID

work_business_financial/tax_examiners_and_collectors_and_revenue_agents

Type

TASK

Children

21

Child Nodes (21)

ATOMIC

Send notices to taxpayers when accounts are delinquent.

ATOMIC

Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns.

ATOMIC

Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment.

ATOMIC

Maintain records for each case, including contacts, telephone numbers, and actions taken.

ATOMIC

Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.

ATOMIC

Answer questions from taxpayers and assist them in completing tax forms.

ATOMIC

Collect taxes from individuals or businesses according to prescribed laws and regulations.

ATOMIC

Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.

ATOMIC

Check tax forms to verify that names and taxpayer identification numbers are correct, that computations have been performed correctly, or that amounts match those on supporting documentation.

ATOMIC

Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.

ATOMIC

Impose payment deadlines on delinquent taxpayers and monitor payments to ensure that deadlines are met.

ATOMIC

Direct service of legal documents, such as subpoenas, warrants, notices of assessment, and garnishments.

ATOMIC

Review filed tax returns to determine whether claimed tax credits and deductions are allowed by law.

ATOMIC

Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information.

ATOMIC

Investigate claims of inability to pay taxes by researching court information for the status of liens, mortgages, or financial statements, or by locating assets through third parties.

ATOMIC

Review selected tax returns to determine the nature and extent of audits to be performed on them.

ATOMIC

Examine accounting systems and records to determine whether accounting methods used were appropriate and in compliance with statutory provisions.

ATOMIC

Participate in informal appeals hearings on contested cases from other agents.

ATOMIC

Prepare briefs and assist in searching and seizing records to prepare charges and documentation for court cases.

ATOMIC

Enter tax return information into computers for processing.

ATOMIC

Secure a taxpayer's agreement to discharge a tax assessment or submit contested determinations to other administrative or judicial conferees for appeals hearings.